Arthur Sheer
Chairman at The Roosevelt Investment Group LLC
Profile
Arthur Howard Sheer is currently the Chairman at The Roosevelt Investment Group LLC since 2002.
He was previously a Portfolio Manager at Fidelity Management & Research Co. LLC from 1970 to 1980.
He also worked as an Analyst at First National Bank of Chicago (Illinois) and as a Principal at Hudson Capital Advisors, Inc. from 1987 to 1990.
Additionally, he was a Principal at Keystone Custodian Funds, Inc. Mr. Sheer received his undergraduate degree from the University of Rhode Island and his MBA from Babson College.
Arthur Sheer active positions
| Companies | Position | Start |
|---|---|---|
The Roosevelt Investment Group LLC
 The Roosevelt Investment Group LLC Investment ManagersFinance The Roosevelt Investment Group LLC (dba Roosevelt Investments) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by P. James Roosevelt in 1971 as P. James Roosevelt, Inc. and changed their name to The Roosevelt Investment Group, Inc. in 1993. They are a wholly-owned subsidiary of CI Private Wealth LLC, an indirect majority-owned subsidiary of CI Financial Corp. (TSE: CIX, NYSE: CIXX) in Canada. Roosevelt Investments offers services to institutional and retail clients and wrap program sponsors. | Chairman | 31/12/2001 |
Former positions of Arthur Sheer
| Companies | Position | End |
|---|---|---|
Hudson Capital Advisors, Inc.
 Hudson Capital Advisors, Inc. Investment ManagersFinance Part of Macquarie Group Ltd., Hudson Capital Advisors, Inc. is an American company that provides investment advice. The company is based in NY. Hudson Capital Advisors was acquired by Mackenzie Investment Management, Inc. from Oppenheimer Holdings, Inc. on June 18, 1999. | Corporate Officer/Principal | 30/12/1990 |
Fidelity Management & Research Co. LLC
 Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Portfolio Manager-Equities | 30/12/1980 |
| Keystone Custodian Funds, Inc. | Corporate Officer/Principal | - |
| First National Bank of Chicago (Illinois) | Corporate Officer/Principal | - |
Training of Arthur Sheer
| University of Rhode Island | Undergraduate Degree |
| Babson College | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Fidelity Management & Research Co. LLC
Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Finance |
The Roosevelt Investment Group LLC
The Roosevelt Investment Group LLC Investment ManagersFinance The Roosevelt Investment Group LLC (dba Roosevelt Investments) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by P. James Roosevelt in 1971 as P. James Roosevelt, Inc. and changed their name to The Roosevelt Investment Group, Inc. in 1993. They are a wholly-owned subsidiary of CI Private Wealth LLC, an indirect majority-owned subsidiary of CI Financial Corp. (TSE: CIX, NYSE: CIXX) in Canada. Roosevelt Investments offers services to institutional and retail clients and wrap program sponsors. | Finance |
| First National Bank of Chicago (Illinois) | Finance |
Hudson Capital Advisors, Inc.
Hudson Capital Advisors, Inc. Investment ManagersFinance Part of Macquarie Group Ltd., Hudson Capital Advisors, Inc. is an American company that provides investment advice. The company is based in NY. Hudson Capital Advisors was acquired by Mackenzie Investment Management, Inc. from Oppenheimer Holdings, Inc. on June 18, 1999. | Finance |
| Keystone Custodian Funds, Inc. |
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